HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #22,567 out of 755,721 TipRanks' Investors
Success Rate
91%
49 out of 54
profitable transactions
Average Return
12.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.03%
6-Month Return-
12-Month Return-
YTD Return▲ 14.85%
Total Return▲ 14.85%

Best Trade

Opened at
Closed at-
Gain▲ 36.42%

Bio

To the Moon!

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.49%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.79%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.43%
Aug 2024
▼ 6.56%
▼ 3.06%
▼ 0.04%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 0.22%
▲ 11.46%▲ 5.06%▲ 3.76%
▼ 2.25%▲ 3.53%▼ 0.49%
▲ 25.76%▲ 1.21%▲ 6.79%
▼ 4.21%▲ 2.34%▲ 4.43%
▼ 6.56%▼ 3.06%▼ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Prologis
8.48%
▲ 23.76%
2
Buy
Jun 03, 2024
Realty Income
4.2%
▲ 19.73%
2
Buy
Jun 03, 2024
Crown Castle
3.37%
▲ 20.46%
2
Buy
Jun 03, 2024
VICI Properties
3.33%
▲ 20.17%
2
Buy
Jun 03, 2024
Extra Space Storage
0%
▲ 31.12%
2
Sell
Jun 03, 2024
WEC Energy Group
2.89%
▲ 17.49%
2
Buy
Jun 03, 2024
American Water
0%
▲ 21.65%
2
Sell
Jun 03, 2024
Mid-America Apartment
2.69%
▲ 23.66%
2
Buy
Jun 03, 2024
Brookfield Infrastructure
0%
▲ 17.89%
2
Sell
Jun 03, 2024
Alliant Energy
1.79%
▲ 18.38%
2
Buy
Jun 03, 2024
Nisource
2.39%
▲ 19.39%
2
Buy
Jun 03, 2024
Evergy
2.37%
▲ 15.18%
2
Buy
Jun 03, 2024
Equity Lifestyle
2.46%
▲ 20.07%
2
Buy
Jun 03, 2024
Cubesmart
2.51%
▲ 24.66%
1
Open
Jun 03, 2024
Essex Property
2.65%
▲ 15.12%
1
Open
Jun 03, 2024
Rexford Industrial Realty
2.36%
▲ 12.60%
1
Open
Jun 03, 2024
Comcast
5.96%
▼ 0.41%
2
Sell
Jun 02, 2024
Nike
4.06%
▼ 15.30%
2
Sell
Jun 02, 2024
Visa
7.32%
▲ 4.84%
2
Buy
Jun 02, 2024
Starbucks
4.39%
▲ 5.32%
2
Sell
Jun 02, 2024